SEVEN STEPS TO A SUCCESSFUL IMPLEMENTATION

We recently posted a blog detailing our recommended ‘Six steps to digitising your business.’ In the blog, Rishi Kathuria, UK Business Development Director of THESIS explains how businesses looking to improve efficiency through digitisation can achieve their goals. Rishi outlines his six-step process to digitisation including choosing and rolling out an ECM solution. If you haven’t read the blog yet, click here to find out more.

In this blog, we look at each stage of implementation and project steps we take here at THESIS to ensure that an implementation is a success.

Step 1: Business process audit and evaluation

Once you have decided which vendor to work with, they should spend some time with you going through your existing business processes to help you identify the areas where your business needs support from an ECM solution. It is a good idea to bring all key stakeholders on board for this stage of the process to get their expertise and ‘buy in’ at this early stage.

Step 2: Functional specification

At THESIS, we use the business auditing and scoping exercise to allow us to create a functional specification which details a comprehensive roadmap of all required functionality and system capabilities. The client is given a first draft of this specification to review and iterations are made to ensure that the customer is happy with what we are promising to deliver as part of the solution. This is a really important step in the implementation process as it allows both parties to formalise the requirements and agreed scope of work.

Step 3: Customisations, extensions and solution design

Once the functional specification has been signed off, our development team will begin the required customisations and extensions. These will be iterated and tested ready to demonstrate to all stakeholders.

Step 4: Installation

The infrastructure is allocated and the THESIS platform is installed on one or more servers, before going through rigorous testing to ensure it is working properly.

We help set up Users, User Groups, Permission Policies, document templates and create the necessary workflows to ensure that the system is ready for production use from day one.

Step 5: Training

After stakeholders have seen and signed off on customisations, it is time for staff training. We normally suggest you nominate a few ‘power users’ who will be responsible for learning the platform in detail to support other staff.

Step 6: Go-live

In our ‘Six steps to digitising your business’ blog, we talked about rolling out to one department initially to test the system. This gives you the opportunity to iron out any issues on a small scale before rolling out to all of your business. During this stage of the process, we work closely with you to ensure that your staff are happy using the system and any business-specific customisations are working how you want them to.

Once you are happy with the implementation in one department, we begin the process of rolling out to other departments.

Step 7: Ongoing support

At THESIS, we continue to provide ongoing support and best practice advice to clients after go-live to make sure that you are getting the most out of your system.

To find out more about THESIS and how we can help your organisation, contact us today on 020 3214 5110 or email thesis-ecm@haulmont.com